Advologix Matter Management
Topics
-
Chatter
11
- Introduction to Chatter
- Chatter Terminology
- How do I use Chatter from the Home Page?
- Viewing Chatter for a Record (Matter)
- Viewing the Chatter Application Tabs
- How do I use the Chatter tab?
- How do I use the Profile tab?
- How do I use the People tab?
- How do I use the Groups tab?
- How do I use the Files tab?
- Mobile Success with Chatter
- AdvoLogix Mobile 2
-
Email
7
- Create/Edit Email Templates
- How do I configure email deliverability settings for my organization?
- How do I send an email within the AdvoLogix application?
- How do I enable compliance BCC emails?
- How do I test email deliverability?
- How do I assign company provided or third-party email?
- How do I send email notifications to Participants?
- Mass Email 3
- Log a Call 1
Other Resources
Application Guide
- Accounts | Contacts
- Matters
- Activities
- Communication
- Comments | Files | Content
- Time | Expenses
- Calendars | Planning
- Reports | Dashboards
- Productivity
Administration
- Training Guide
- Getting Started
- User Guide
- Administration Guide
- Integration Guide
- Installation Guide
- Technical Support
- Release Notes